What data for this category looks like
Energy storage industry financial report data comes primarily from publicly disclosed periodic reports and temporary announcements of the Shanghai and Shenzhen Stock Exchanges and the National Equities Exchange and Quotations. It provides standardized data sources for energy storage sector analysis in financial scenarios. Data update rhythm follows regulatory requirements: quarterly reports are released within 10 working days after the end of the quarter, and annual reports are released within 4 months after the end of the fiscal year. Most documents are in PDF format, with main content including consolidated financial statements, management's discussion and analysis, and business operation sections. Core fields include revenue from energy storage system integration business, energy storage cell production capacity, and unit energy storage system cost. Corresponding units are ten thousand yuan, GW/year, and yuan/kilowatt respectively.
Constraints imposed on multi-turn dialogue and prompting
The fixed update schedule for energy storage financial reports requires multi-turn dialogue workflows to include preset data timeliness verification logic. Before each dialogue, confirm that the called financial report is the latest disclosed version. This prevents use of outdated data during financial analysis. The scattered information structure of long documents requires multi-turn dialogue to support splitting context by business segments. Only recall financial report fragments related to energy storage business, to reduce information noise in financial analysis. Standardized units for specific fields require prompts to mandate that output results include standard units. This avoids confusion between measurement data with different calibers, and ensures the accuracy of financial analysis. The need for sudden supplementary information from temporary announcements requires multi-turn dialogue to support uploading newly disclosed energy storage project announcements. This adapts to real-time analysis requirements in financial scenarios.
Configuration Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
maxContext | 8000–12000 characters | Individual segments of split energy storage financial reports are relatively long. This range adapts to long-context recall requirements and avoids truncating core business data |
PARSE_FILE_TIMEOUT_SECONDS | 300 seconds | Single energy storage financial report PDFs often contain multiple pages of financial statements and detailed business descriptions. Sufficient parsing time must be reserved |
UPLOAD_FILE_MAX_SIZE | 50 MB | Some annual financial report scans or high-definition versions from energy storage enterprises have large file sizes. The upload limit must be relaxed |
Recall count | Top 8–10 entries | Business segment information in energy storage financial reports is scattered. A sufficient number of relevant fragments must be recalled to cover core fields such as integration, cell production capacity, and cost |
Similarity threshold | 0.75–0.85 | Distinguish between energy storage business-related fragments and other power equipment business-related fragments in financial reports, avoiding recall of irrelevant general financial data |
Reordered return count | Top 5 entries | Retain the most relevant energy storage business fragments, reducing context redundancy during conversations |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing.
Three Common Misconfigurations
- Symptom: A POST request to delete conversation records returns a 401 or 500 status code, and historical conversation data cannot be cleared. Cause: A valid API key is not included in the request header, or access permission parameters for conversation storage are not configured.
- Symptom: When attempting to bind Feishu online documents as a data source, the system returns a prompt that data source loading failed. Cause: Internal or public access permissions for Feishu documents are not enabled, or the shared link used does not include the correct document identification parameter.
- Symptom: After uploading an energy storage financial report PDF, the system returns a prompt that file parsing failed, or the parsed text fields are empty. Cause: The
UPLOAD_FILE_MAX_SIZEconfiguration has not been adjusted to a value suitable for the size of energy storage financial reports, or the document contains encrypted content that cannot be parsed normally.
How to Confirm Configurations Are Correct
- Upload a local energy storage enterprise financial report PDF. Check if the parsed text includes fields related to energy storage business, and verify the content match rate between the parsed result and the original document to confirm the parsing logic works normally.
- Initiate a multi-turn dialogue, sequentially ask for data such as energy storage business revenue and unit cost for different quarters. Check if the system can retain context and associate information from different fragments to confirm the multi-turn dialogue logic is active.
- Call the API interface for deleting conversation records. Check if the returned status code meets expectations, confirm that historical conversation data has been cleared, and verify that the conversation management configuration is correct.
- Adjust the
Similarity thresholdparameter. Test recall results with different values, confirm that energy storage business-related financial report fragments can be accurately filtered, and verify that the recall configuration meets requirements.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.